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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Insurance Sales Representative

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeRemote in USANo salary listed

About the Job

Requirements

  • At least 3 years of sales experience.
  • Insurance industry experience and knowledge.
  • Ability to work a variable schedule that includes evenings and some company holidays.
  • Ability to adhere to procedures and rules of conduct in a fast-paced inside-sales environment.
  • Experience working with self-discipline and self-reliance without direct supervision.
  • Experience using successful sales techniques.
  • Ability to follow a customized sales process.
  • Ability to learn and retain new information quickly and independently.
  • Strong, accurate business English communication skills, both verbal and written, including grammar and spelling.
  • Strong listening skills.
  • Strong sales acumen and ability to analyze and make decisions.
  • Ability to multitask efficiently.
  • A Life and Health Insurance License is required at hire. Within 15 business days of the start date, associates must hold and maintain the license in good standing in their state of residence and be appointed in at least 39 states, including four of California, Florida, Georgia, New York, North Carolina, and Texas.
  • Ability to work remotely while stationary at a desk using a computer or standard office equipment for extended periods.
  • Ability to verbally communicate and exchange accurate information with customers and associates regularly.
  • Visual acuity to read and interpret correspondence, procedures, reports, forms, and electronic documents; inspect for small defects or parts; operate machinery; and use measurement devices continuously.
  • Ability to prepare written correspondence, reports, and forms in prescribed formats and in accordance with punctuation, grammar, diction, and style rules.
  • Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to perform continuous computer work requiring substantial movement of the wrists, hands, and fingers.
  • Availability for extended hours during peak workloads or special projects or events.

Responsibilities

  • Sell Gerber Life products directly to consumers using leads from direct response television ads, direct mail, the internet, partnership marketing, and existing customers.
  • Serve customers according to their needs through sales and service functions, including handling service calls routed to the Contact Center.
  • Use product knowledge and sales skills to identify customer needs, recommend products, and deliver customer service.
  • Identify customer needs and communicate the value of products through conversations.
  • Recommend products that address customer needs while promoting business growth and achieving goals.
  • Process inbound and outbound sales and service calls, complete new insurance applications by entering information into the electronic database, and sell policies to new prospects and existing customers using a consultative sales approach.
  • Handle calls in accordance with regulatory and compliance guidelines to ensure accuracy.
  • Perform other duties as assigned.
  • Comply with company policies and standards.

Desired Qualifications

  • Contact center experience and knowledge.
  • Bilingual competency in English and Spanish.

About the Company

Western & Southern Financial Group

Provides personalized financial solutions and guidance

Western & Southern Financial Group guides individuals and middle-market clients in managing financial needs through face-to-face advice from Western & Southern Life representatives. Their products, including life insurance and other financial solutions, are selected and implemented by trained agents who assess goals, explain options, and tailor plans within an agency-based structure supported by mentors and managers. The company stands out by prioritizing personal, attentive service, a long heritage dating to 1888, and a culture built on integrity, loyalty, and teamwork. Its goal is to help clients reach financial objectives with clear guidance, stable products, and ongoing support rather than quick, transactional outcomes.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Cincinnati, OH
Founded
1888

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